See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $90,400 |
BAIRD FUNDS3 years Filed as: ROBERT W BAIRD & CO INCORPORATED Service code 55 PO BOX 88499 · MILWAUKEE, WI 532888499 | Other Commissions | $41,814 |
Service code 27 1801 CALIFORNIA STREET, 23RD FLOOR · DENVER, CO 80202 | Advisory (Plan) | $7,004 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,943 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,049 | $79,124-40.5% | $60,874-22.7% | $64,808-27.4% |
| Participation rate | 89.5% | 77.7%+11.8pp | 73.1%+16.4pp | 71.5%+18.0pp |
| Annual return | -13.53% | -7.13%-6.4pp | 16.90%-30.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,040 | $3,050-33.1% | $2,701-24.5% | $2,506-18.6% |
| Participant deferral / active EE | $4,225 | $3,725+13.4% | $3,817+10.7% | $4,310-2.0% |
| Admin fee / account holder | $312 | $106+195.0% | $3,224-90.3% | $188+65.9% |